EnergyCAP Enterprise User Permissions

To access User Permissions, click Setup > Users > New User

Items in BOLD CAPS are primary folders/permission categories. Generally View-Only privileges are granted at the primary folder level. Secondary folders provide additional granularity for assigning additional privileges for specific actions (View, Modify, Delete, Create, Execute, as applicable).

NOTE: Some items may not applicable in the EnergyCAP Browser Version.

*User Manager Options* *(Setup – Users)*	*Main Menu* *in EnergyCAP*		*Sub Menu* *in EnergyCAP*	*Description of Object*	*Action Levels*
ACCOUNTS	Accounting		Accounts	Allows View access to the Account Manager, includes Issue Tracker.	View
Account properties	Accounting		Accounts	Allows Modify, Delete, and/or Create access for accounts.	Modify
					Delete
					Create
Bill properties	Accounting		Accounts	Allows Modify, Delete, and/or Create access for bills.	Modify
					Delete
					Create
Cost center properties	Accounting		Accounts	Allows Modify, Delete, and/or Create access for cost centers.	Modify
					Delete
					Create
ACCRUAL	Accounting		Accrual	Allows View access to the Accrual Manager	View
Generate accrual bills	Accounting		Accrual	Allows Execute access for creating the accrued bills.	Execute
Generate/edit accrual data	Accounting		Accrual	Allows View, Modify, Create and/or Execute access for data used in creation of accrued bills.	View
					Modify
					Create
					Execute
ADVANCED SCRIPTS	Analysis		Advanced Scripts	Allows access to the Advanced Scripts workspace. Users with this permission have the ability to create and execute analyses using Visual Basic scripts to examine data for specific conditions. Rate Analysis is included under Advanced Scripts	View
AUDITS	Analysis		Audits	Allows View access to the Audit Manager.	View
Audit properties	Analysis		Audits	Allows users the ability to define, schedule, execute and view results of automated processes that examine data for predefined conditions.	Modify
					Delete
					Create
					Execute
CHARTS	Analysis		Charts	Allows View access to the Data Charting workspace. Users with this permission have the ability to view channel data in a graphical display. Channel data is meter interval data, weather data, counter data and meter readings.	Modify
					Delete
					Create
Chart Public Folder Properties	Analysis		Charts	Allows privileges for access to the chart public folder.	Modify
					Delete
					Create
CONTACTS	Setup		Contacts	Allows View access to the Contact Manager.	View
Customer properties	Setup		Contacts	Allows Modify, Delete, and/or Create access for customers.	Modify
					Delete
					Create
Person properties	Setup		Contacts	Allows Modify, Delete, and/or Create access for persons.	Modify
					Delete
					Create
Vendor properties	Setup		Contacts	Allows Modify, Delete, and/or Create access for vendors.	Modify
					Delete
					Create
COST AVOIDANCE	Cost Avoidance		Savings & Normalizations	Allows the Cost Avoidance – Calculate Savings processor to be executed, i.e. performs cost avoidance calculations; also includes Global Meter Update from Cost Avoidance menu	View
Cost avoidance	Cost Avoidance		Savings& Normalizations	Same as above.	View
FACILITIES	Setup		Facilities	Allows View access to the Facility Manager, the hierarchical tree display used to organize sites, places, meters and counters. Includes Savings & Normalizations.	View
Counter properties	Setup		Facilities	Allows Modify, Delete, and/or Create access for counters.	Modify
					Delete
					Create
ENERGY STAR	Setup		Facilities & Place Properties	Allows viewing of ENERGY STAR tabs and configuration information. The Execute privilege permits submission of building ENERGY STAR data to the EPA.	View
ENERGY STAR	Setup		Facilities & Place Properties		Execute
Meter properties	Setup		Facilities	Allows Modify, Delete, and/or Create access for meters.	Modify
					Delete
					Create
Place properties	Setup		Facilities	Allows Modify, Delete, and/or Create access for places.	Modify
					Delete
					Create
GREENHOUSE GAS	Facilities		Greenhouse Gases	Allows viewing of GHG menu, and import/export of emissions factors	Modify
					Delete
					Create
Greenhouse Gas	Facilities		Greenhouse Gases	Allows access to GHG administrative functions including setting reporting scope, creating factors, entering GHG Credit or Manual Emssions, and running the GHG Processor	Modify
					Delete
					Create
GROUPS	Setup		Groups	Allows View access to the Group Manager, the hierarchical tree display used to organize places and meters into user-defined categories.	View
Meter properties	Setup		Facilities	Allows Modify, Delete, and/or Create access for meters.	Modify
					Delete
					Create
Meter/place group properties	Setup		Groups	Allows Modify, Delete, and/or Create access for place and meter groups.	Modify
					Delete
					Create
Place properties	Setup		Facilities	Allows Modify, Delete, and/or Create access for places.	Modify
					Delete
					Create
LOAD PROFILES	Analysis		Loadshapes	Allows View access to the Loadshape Manager, the hierarchical tree display used to organize loadshapes.	View
Load profile properties	Analysis		Loadshapes	Allows Modify, Delete and/or Create access to load profile properties.	Modify
					Delete
					Create
OTHER SETTINGS	Various		Various	Misc system settings & functions
Data system properties	Top Bar Menu: Tools		Unit System	Allows View, Modify, Create and/or Execute access to the Unit System Editor (units of measure, conversion factors, bill line item table)	View
					Modify
					Delete
					Create
Database administration	Admin		N/A	Special database functions (attach, detach, etc) available only in Desktop version for use with MSDE	View
Database administration	Admin		N/A		Modify
Editor properties	Top Bar Menu: Setup – Facility and also Accounting-Account.		Editors	Allows View, Modify, Create and/or Execute access to the available editors in the EnergyCAP Enterprise views. Editors are used for specialty data such as G/L codes, special charges and place types.	View
					Modify
					Delete
					Create
Export	Top Bar Menu: File		Export	Allows Execute access for exporting data in the EnergyCAP Enterprise views. Primarily used for bill export to A/P and G/L.	Execute
Import	Top Bar Menu: File		Import	Allows Execute access for importing data in the EnergyCAP Enterprise views. Used for import of weather data, meter interval data, counter data and bills.	Execute
Processor	Top Bar Menu: Tools		Processor	Allows Execute access for using processors in the EnergyCAP Enterprise views (see menu options at left).	Execute
System options	Top Bar Menu: Tools		Options & View Options	Allows View and/or Modify access to EnergyCAP Enterprise global system options such as the fiscal year start month and the organization name.	View
System options	Top Bar Menu: Tools		Options & View Options		Modify
Work flow management	Top Bar Menu: Tools		Work Flow Wizard	Allows View, Modify and/or Delete access to bill messaging/approval in the Work Flow Manager. Lack of access causes menu options shown at left to be disabled. Need Modify permission to edit audit results.	View
					Modify
					Delete
Work flow setup	Top Bar Menu: Tools		Work Flow Wizard	Allows View and/or Modify access to the Work Flow Wizard. These settings affect bill entry, Work Flow Manager displays, and batching options.	View
Work flow setup	Top Bar Menu: Tools		Work Flow Wizard		Modify
PROJECTS (Budgets)	Analysis		Budgets	Allows View access to the Budget Manager, the hierarchical tree display used to organize budgets.	View
Project properties	Analysis		Budgets	Allows Modify, Delete and/or Create access to budget properties.	Modify
					Delete
					Create
RATES	Accounting		Rates	Allows View access to the Rate Manager, the hierarchical tree display used to organize the data entry display formats and tariff information for each defined utility commodity.	View
Rate properties	Accounting		Rates	Allows Modify, Delete, and/or Create access for rates.	Modify
					Delete
					Create
REPORTS	Reporting Also Analysis – Custom Spreadsheets		Reports	Allows View access to the Report Manager, the overview display of reports; also Analysis – Custom Spreadsheets.	View
Report administration	Reporting		Reports	Allows privileges for uninstalling reports.	Modify
					Delete
					Create
Report batch properties	Reporting		Reports	Allows Modify, Delete and/or Create access for report batches.	Modify
					Delete
					Create
Report properties	Reporting		Reports	Allows Modify, Delete and/or access for report filter settings.	Modify
					Delete
					Create
Report public folder properties	Reporting		Reports	Allows privileges for the Reports public folder	Modify
					Delete
					Create
ROUTES	Setup		Routes	Allows View access to the Route Manager, the hierarchical display of meter routes defined in EnergyCAP Enterprise.	View
Channel data properties	Setup		Routes	Allows Modify, Delete and/or Create access to channel data properties.	Modify
					Delete
					Create
Meter properties	Setup		Routes	Allows Modify, Delete and/or Create access to meter properties.	Modify
					Delete
					Create
Route properties	Setup		Routes	Allows Modify, Delete and/or Create access to route properties.	Modify
					Delete
					Create
RUN ADMINISTRATOR	External Program		N/A	Performs miscellaneous advanced functions not available within the EnergyCAP application.	Execute
TEMPLATES	Accounting		Templates	Allows View access to the Template Manager, the hierarchical tree display used to organize data entry display formats for each commodity defined in EnergyCAP Enterprise.	View
Template properties	Accounting		Templates	Allows Modify, Delete and/or Create access for rate templates.	Modify
					Delete
					Create
USERS		Setup	Users	Allows View access to the User Manager, the overview display of users defined in EnergyCAP Enterprise. To give a User access to change his/her own password ONLY, give View to this permission and Modify to the permission below.	View
User properties		Setup	Users	Allows Modify, Delete and/or Create access for users.	Modify
					Delete
					Create
User security properties		Setup	Users	Allows View access to user security settings for accessing individual areas of the system.	View
WEATHER STATIONS		Setup	Weather Stations	Allows View access to the Weather Station Manager, the overview display of the weather stations defined in EnergyCAP Enterprise. Browser version accesses entire North America weather database, not EnergyCAP database.	View
Weather station properties		Setup	Weather Stations	Allows Modify, Delete and/or Create access for weather stations.	Modify
					Delete
					Create
WEB REPORTS		Reporting	Web Reports	Permits viewing of Web Reports.	View
All Reports		Reporting	Web Reports	Provides access to All Reports.	View
My Configured Reports		Reporting	Web Reports	Provides access to My Configured WebReports.	View
Report Batches		Reporting	Web Reports	Provides access to Web Report Batches.	View
Report E-mail Batches		Reporting	Web Reports	Provides access to Web Report E-mail Batches..	View
Shared Reports		Reporting	Web Reports	Provides access to Web Shared Reports.	View
WORK FLOW MANAGER		Accounting	Work Flow Manager	Allows View access to the Work Flow Manager, the overview display of bills in EnergyCAP Enterprise.	View
Bill properties		Accounting	Work Flow Manager	Allows Modify, Delete and/or Create access for bills.	Modify
					Delete
					Create

Action Level	Description
View	Users are only able to view information pertaining to a particular area.
Modify	Users are able to view and edit information pertaining to a particular area but are restricted from creating or deleting any data. Users are restricted from executing functions in this area.
Delete	Users are able to view and delete information pertaining to a particular area but are restricted from creating or modifying any data. Users are restricted from executing functions in this area.
Create	Users are able to view and create information pertaining to a particular area but are restricted from modifying or deleting any data. Users are restricted from executing functions in this area.
Execute	Users are able to view information and run functions pertaining to a particular area.

EnergyCAP Enterprise User Permissions

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